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iShares iBonds Dec 2026 Term Treasury ETF
IBTG

Overview Fund Activity

178 hedge funds and large institutions have $711M invested in iShares iBonds Dec 2026 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 103 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
178
Holders Change
+19
Holders Change %
+11.95%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
103
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$65.7M
2
B
2
Bailard
California
$25.5M
3
ICG
3
InterOcean Capital Group
Tennessee
$34.2M
4
Bank of America
4
Bank of America
North Carolina
$36.3M
5
NA
5
NewEdge Advisors
Louisiana
$35.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74M
2
JAG
2
Journey Advisory Group
Kentucky
$0
3
GBWM
3
Granite Bay Wealth Management
New Hampshire
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.7M
5
SWA
5
Stratos Wealth Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$2.16M 95,108 +71,730 +307%
SWM
52
Stockman Wealth Management
Montana
$2.1M 92,329 +16,574 +22%
AWS
53
Atria Wealth Solutions
New York
$1.99M 87,525 – –
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$1.93M 84,803 +40,047 +89%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.92M 84,380 +74,941 +794%
LWL
56
Leo Wealth LLC
Texas
$1.87M 82,324 +7,704 +10%
Citadel Advisors
57
Citadel Advisors
Florida
$1.83M 80,466 +80,466 New
Creative Planning
58
Creative Planning
Kansas
$1.8M 79,457 +7,326 +10%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.79M 79,008 +213 +0.3%
APP
60
Avantax Planning Partners
Iowa
$1.78M 78,182 +69,373 +788%
LIM
61
Leavell Investment Management
Alabama
$1.76M 77,290 +16,878 +28%
BFO
62
Boston Family Office
Massachusetts
$1.74M 76,712 +3,230 +4%
GI
63
Gradient Investments
Minnesota
$1.72M 75,934 -245 -0.3%
Stifel Financial
64
Stifel Financial
Missouri
$1.66M 73,263 +4,331 +6%
FFA
65
Farther Finance Advisors
California
$1.62M 71,538 +71,538 New
ABC
66
Associated Banc-Corp
Wisconsin
$1.51M 66,466 +12,103 +22%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.48M 65,258 +13,569 +26%
WANY
68
Wealthspire Advisors (New York)
New York
$1.46M 64,342 +9,012 +16%
CFS
69
Cannon Financial Strategists
Georgia
$1.33M 58,473 +3,082 +6%
TFS
70
Thoroughbred Financial Services
Tennessee
$1.29M 56,781 +1,754 +3%
PFM
71
Phillips Financial Management
Indiana
$1.19M 52,242 +22,242 +74%
HWM
72
Horizons Wealth Management
North Carolina
$1.17M 51,193 – –
SWM
73
Scissortail Wealth Management
Oklahoma
$1.15M 50,837 +1,736 +4%
PGA
74
Portland Global Advisors
Maine
$1.15M 50,834 +50,834 New
PAS
75
Park Avenue Securities
New York
$1.13M 49,773 +220 +0.4%
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